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Financial Services Administrative Assistant

Company

Robert Half Office Team

Location

San Diego, United States

Type

Full-time

Description
A small financial services organization is seeking a motivated Administrative Assistant to join their dynamic team. This role plays a pivotal part in ensuring seamless business operations and supporting our leadership with essential administrative functions. This is a contract opportunity until the end of May 2026 with a team based onsite in San Diego, CA.


Key Responsibilities:

+ Assist with meeting preparation by taking detailed notes and distributing action items.

+ Collect, organize, and maintain important documents and client records.

+ Input data accurately to support financial reporting, analytics, and presentation development.

+ Support ongoing projects through effective communication and timely follow-up.

+ Maintain confidentiality and handle sensitive information appropriately.

+ Provide general office support as needed and collaborate with multiple teams.


Requirements
Qual...

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